Instuitional Investor - Cypress Financial Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Cypress Financial Planning Llc |
| Portfolio Value | $306,467,103 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 413,772 | $34,309,941 | 11.2% | |
| 2. | IEF | 51,819 | $32,174,525 | 10.5% | |
| 3. | Vanguard Scottsdale Funds | 432,502 | $25,867,945 | 8.44% | |
| 4. | Vanguard Tax-Managed Fds | 447,059 | $25,486,835 | 8.32% | |
| 5. | Vanguard Scottsdale Funds | 318,167 | $25,294,315 | 8.25% |
